+221.8%
GWW price history and return analytics
+63.7%
+158.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | +0.1% |
| 7D | -3.1% | -2.0% | -1.2% | -1.7% |
| 30D | -2.3% | -1.4% | -0.9% | -1.3% |
| 3M | -3.3% | +4.7% | -8.0% | -6.8% |
| 6M | +15.4% | +11.4% | +4.0% | +5.7% |
| YTD | +26.7% | +13.1% | +13.7% | +14.7% |
| 1Y | +29.0% | +19.0% | +9.9% | +12.0% |
| 3Y | +89.0% | +73.9% | +15.0% | +21.8% |
| 5Y | +221.8% | +65.4% | +156.4% | +112.0% |
| All | +221.8% | +63.7% | +158.1% | +112.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling